Position: Lead, Financial Planning & Analysis

Reports To

Chief Executive Officer (CEO)

Function

Finance / Strategic Planning

Level

Lead / Senior Individual Contributor

Location

Bengaluru, Karnataka — Hybrid / Onsite

Employment Type

Full time, Permanent

Position Summary The Lead, Financial Planning & Analysis (FP&A;) is a high-visibility, high-impact role designed for a finance professional who combines sharp analytical skills with strong business acumen and executive communication ability. This role is a direct strategic partner to the CEO, providing financial intelligence that drives growth and operational decisions across the organisation.

The Lead FP&A; will own firm’s end-to-end planning cycle — from annual budgeting through rolling forecasts and real-time performance management. Beyond modelling, this role is expected to generate insights, surface risks proactively, and tell a coherent financial story to leadership. The right candidate thinks like a business operator, models like a finance professional, and communicates like a trusted advisor.

Key Responsibilities

- Financial Planning & Forecasting

- Own the annual budgeting process and multi-year financial forecasts across all business units and service lines.

- Build, maintain, and continuously refine integrated three-statement models (P&L;, balance sheet, cash flow).

- Develop and maintain scenario models (base, upside, downside) to support strategic planning and capital allocation decisions.

- Drive the monthly and quarterly forecast refresh process in partnership with practice heads and department leads.

- CEO & Executive Partnering

- Serve as the primary financial advisor and analytical partner to the CEO on business performance, investments, and strategic initiatives.

- Prepare and present weekly, monthly, and quarterly financial dashboards and board-level reports with clear, actionable narratives.





- Translate financial data into business stories — identifying trends, red flags, and growth levers ahead of the curve.

- Support the CEO in evaluating new service lines, partnerships, M&A; opportunities, and financing scenarios.

- Business Performance Management

- Define, track, and report on KPIs across Sales, Delivery, and Operations aligned to Firm’s business objectives.

- Lead variance analysis (actuals vs. budget vs. forecast) with root-cause commentary and recommended corrective actions.

- Partner with Sales and Delivery heads to develop business cases, project profitability analyses, and client investment decisions.

- Drive headcount planning and cost efficiency analysis in close collaboration with HR and COO.

- Financial Infrastructure & Reporting

- Own the management reporting calendar and ensure timely, accurate delivery of all financial reports.

- Lead the evaluation and adoption of FP&A; tools or dashboarding platforms to improve speed and quality of financial insights.

- Establish scalable processes, data standards, and governance frameworks as the firm grows.

- Liaise with the statutory accounting team to ensure alignment between management accounts and audited financials.

Requirements

Required Qualifications

- Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA (Finance) or CA / CMA qualification strongly preferred.

- 6–10 years of progressive FP&A; experience, including at least 2 years in a lead or senior role.

- Demonstrated track record of working directly with C-suite leaders,



including preparing and delivering CEO/Board-level presentations.

- Advanced financial modelling skills — three-statement models, DCF, scenario analysis, sensitivity tables, and unit economics.

- High proficiency in Microsoft Excel; working knowledge of Power BI or similar BI tools.

- Familiarity with ERP systems (Microsoft Dynamics, SAP, or similar); experience with GreytHR or analogous platforms is an advantage.

- Strong command of Indian accounting standards, GST, and statutory compliance requirements relevant to a technology services business.

- Excellent written and verbal communication — able to distil complex analysis into sharp, executive-ready narratives.

Preferred Qualifications

- Prior experience in an IT services, software, or technology organisation.

- Exposure to project-based or qualified services revenue models (time-and-material, fixed-price, retainer).

- Experience supporting fundraising, due diligence, or investor reporting processes.

- Familiarity with Microsoft Power BI, Power Apps, or the broader Microsoft ecosystem (relevant given Firm’s Microsoft partnership heritage).

- Track record of building or scaling FP&A; processes in a growing mid-sized company.

What you bring:

- Strategic Thinking

- Executive Presence

- Analytical Rigour

- Influence Without Authority

- Ownership Mindset

Benefits

What We Offer
- A strategic seat alongside the CEO — your analysis will directly shape company decisions.

- Competitive fixed compensation commensurate with experience, plus performance-linked variable pay.

- Comprehensive health insurance for employee and dependants.

- Flexible/hybrid work arrangements based in Bengaluru.

- Opportunity to build and own the FP&A; function in a fast-growing technology organisation.

- Collaborative leadership culture with direct access to the founding and senior management team.

📌 Lead,Financial Planning & Analysis-FP&A (Bengaluru)
🏢 N Human Resources u0026 Management Systems
📍 Bengaluru